Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.7B
AUM Growth
+$8.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,578
New
Increased
Reduced
Closed

Top Buys

1 +$419M
2 +$364M
3 +$361M
4
JPM icon
JPMorgan Chase
JPM
+$334M
5
AAPL icon
Apple
AAPL
+$320M

Sector Composition

1 Technology 16.29%
2 Financials 11.41%
3 Healthcare 11.28%
4 Industrials 10.11%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$213K ﹤0.01%
14,254
+1,325
1452
$213K ﹤0.01%
10,725
-69,828
1453
$213K ﹤0.01%
+1,780
1454
$212K ﹤0.01%
+2,465
1455
$212K ﹤0.01%
+18,006
1456
$210K ﹤0.01%
+7,100
1457
$210K ﹤0.01%
+4,544
1458
$208K ﹤0.01%
+4,448
1459
$207K ﹤0.01%
+18,058
1460
$207K ﹤0.01%
+2,317
1461
$207K ﹤0.01%
+16,242
1462
$206K ﹤0.01%
+4,573
1463
$204K ﹤0.01%
2,766
-235
1464
$203K ﹤0.01%
+9,670
1465
$202K ﹤0.01%
+4,629
1466
$202K ﹤0.01%
+7,581
1467
$202K ﹤0.01%
+3,071
1468
$201K ﹤0.01%
18,846
+6,703
1469
$201K ﹤0.01%
+12,026
1470
$201K ﹤0.01%
8,386
-54,926
1471
$197K ﹤0.01%
+141
1472
$187K ﹤0.01%
13,765
+715
1473
$183K ﹤0.01%
19,241
-11,760
1474
$182K ﹤0.01%
19,729
-17,725
1475
$179K ﹤0.01%
16,642